Semanteon Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,728	Closed	-$769K	–	242
2024 Q4	$769K	Buy	+4,728	New	+$769K	0.41%	113
2024 Q2	–	Sell	-2,591	Closed	-$534K	–	204
2024 Q1	$534K	Buy	+2,591	New	+$534K	0.34%	125